PLKTX — Principal LifeTime Hybrid 2060 Fund
Data updated: 2026-06-25
PLKTX — Principal LifeTime Hybrid 2060 Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Target Date / Glide Path Allocation · $261.38M AUM · 0.33% expense ratio · 29.7% 1-yr return. From SEC regulatory filings.
PLKTX Fund Overview
PLKTX — Principal LifeTime Hybrid 2060 Fund is a US mutual fund managed by Principal Funds, Inc., categorised as Target Date / Glide Path Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Principal Funds, Inc.
- Category: Target Date / Glide Path Allocation
- Assets under management: $261.38M
- 1-year return: 29.7%
- Ticker: PLKTX
- SEC CIK: 0000898745
- SEC series ID: S000046555
- Share class ID: C000159886
PLKTX Holdings
Top 9 holdings of Principal LifeTime Hybrid 2060 Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| LargeCap S&P 500 Index Fund | 51.78% |
| International Equity Fund | 25.20% |
| Global Emerging Markets Fund | 6.88% |
| SmallCap S&P 600 Index Fund | 4.85% |
| MidCap S&P 400 Index Fund | 4.67% |
| Real Estate Securities Fund | 2.50% |
| Bond Market Index Fund | 2.16% |
| International Small Company Fund | 1.27% |
| High Yield Fund | 0.71% |
PLKTX Portfolio Allocation
Asset-class allocation of Principal LifeTime Hybrid 2060 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 100.0% |
PLKTX Performance
Total returns for PLKTX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 6.2% |
| 1 year | 29.7% |
| 3 years (annualised) | 18.1% |
| 5 years (annualised) | 9.5% |
PLKTX Risk Information
Risk metrics for PLKTX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 11.4%
PLKTX Costs and Fees
PLKTX costs about $33 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.33%
- Gross expense ratio: 0.36%
- Portfolio turnover: 34%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
PLKTX Cashflows
Over the 12 months to 2026-04, Principal LifeTime Hybrid 2060 Fund had net inflows of $56.19M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | $3.55M |
| 2026-03 | $2.82M |
| 2026-02 | $4.43M |
| 2026-01 | $7.52M |
| 2025-12 | $10.20M |
| 2025-11 | $4.04M |
PLKTX Debt Constituents
No individual debt constituents are reported in Principal LifeTime Hybrid 2060 Fund's latest SEC N-PORT filing.
PLKTX Prospectus and SEC Filings
Official Principal LifeTime Hybrid 2060 Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Target Date / Glide Path Allocation funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.